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Eliza R. Trieste

J.P. Morgan Securities LLC

New York, NY

CRD 8138731

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Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-09-29
TX RA APPROVED 2025-09-29
  • NY RA
    APPROVED
    Since 2025-09-29
  • TX RA
    APPROVED
    Since 2025-09-29

Branch Locations

270 Park Avenue 22Nd And 23Rd Floors, New York, NY 10017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc New York NY 07/2025 Present
Jpmorgan Chase Bank, N.A. New York NY 07/2025 Present
Unemployed Manhasset NY 06/2025 06/2025
Student Admissions Process Boston MA 09/2022 05/2025
Boston College Women In Business Boston MA 09/2021 05/2025
Boston College Boston MA 08/2021 05/2025
Self Employed Port Washington NY 05/2019 05/2025
Jp Morgan Chase, N.A. New York City NY 06/2024 08/2024
J. Crew Boston MA 04/2024 05/2024
Andersen New York City NY 06/2023 07/2023
Boston College Boston MA 08/2022 05/2023
Port Washington Yacht Club Port Washington NY 04/2017 08/2022
Unemployed Manhasset NY 06/2015 03/2017
  • 07/2025 → Present
    New York, NY
  • 07/2025 → Present
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 06/2025 → 06/2025
    Unemployed
    Manhasset, NY
  • 09/2022 → 05/2025
    Student Admissions Process
    Boston, MA
  • 09/2021 → 05/2025
    Boston College Women In Business
    Boston, MA
  • 08/2021 → 05/2025
    Boston College
    Boston, MA
  • 05/2019 → 05/2025
    Self Employed
    Port Washington, NY
  • 06/2024 → 08/2024
    Jp Morgan Chase, N.A.
    New York City, NY
  • 04/2024 → 05/2024
    J. Crew
    Boston, MA
  • 06/2023 → 07/2023
    Andersen
    New York City, NY
  • 08/2022 → 05/2023
    Boston College
    Boston, MA
  • 04/2017 → 08/2022
    Port Washington Yacht Club
    Port Washington, NY
  • 06/2015 → 03/2017
    Unemployed
    Manhasset, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-28
  • S66 Uniform Combined State Law Examination
    2025-09-28

View on SEC IAPD

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